How to update Quickbooks Online with payments made using Datagate

If you use Datagate for invoice payments, and you export your invoices to QuickBooks Online, you can now choose to have Datagate mark those invoices as Paid in Quickbooks Online.

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Prerequisites - Setup

• A Payment Processor, such as Stripe or Authorize.net, configured in Datagate

• Integration with QuickBooks Online configured in Datagate

 

Configuration

From your username on the top right of the screen, choose Settings / Integrations / Quickbooks Online Details button.

Choose to: Export payments

 

Paying the Invoice

Export the invoice to Quickbooks Online as usual.

The invoice is paid in one of the following manners:

• The Datagate End Customer Payment Portal - the customer chooses to pay the invoice
• The customer pays the invoice by clicking on a link in the email
• The customer has stored a credit card in the Datagate End Customer portal, and the Datagate user selects the invoice and chooses "Pay".

In all cases, the invoice shows with a status of "Paid" in the Datagate portal

 

Transfer to QuickBooks Online

After a period of time, usually within an hour, the Payment is transferred to Quickbooks. The invoice shows as Paid in Quickbooks as below: